Stone Creek Advisors, LLC
Marc D Bernstein is the President and co-founder of Stone Creek Advisors, LLC, an independent financial services firm established in July 2022 that specializes in investment and wealth management, utilizing advanced tools and technology to achieve clients' goals. Prior to founding Stone Creek Advisors, Marc held the position of Partner and Vice President of Business Development at Sandhill Investment Management from November 2017 to July 2022, and served as Vice President/Client Consultant at Manning & Napier Advisors from June 2004 to November 2017. Earlier in their career, Marc was the Regional Sales Manager at RBS Lynk and the Vice President of Administration at Sam-Son Logistics Inc, as well as serving as President of Magna Marketing Specialists, Inc. Marc holds a Bachelor’s Degree in Psychology from the University at Buffalo, earned between 1991 and 1995.
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Stone Creek Advisors, LLC
The world has fundamentally changed. Having the ability to evolve and adjust to current markets is critical. At Stone Creek Advisors, we believe that building a solid financial plan is the most important step toward navigating today’s rapidly changing economic cycles and successfully reaching your objectives. Our partnership was formed through a shared vision of a customized investment experience—one that fulfills our clients’ unique needs, goals, and aspirations for their legacy. We take a collaborative approach to wealth management that’s rooted in data. Our dynamic, rigorous process, with a macroeconomic focus, proactively adjusts client portfolios to put them in the best position to take advantage of opportunities. We build relationships with our clients’ attorneys, accountants, and beyond to help with estate planning, insurance, real estate investments, and tax planning. Collectively, we have over 50 years of diversified experience in research, investing, portfolio and risk management, and client servicing. As a fee-only fiduciary advisor we put clients’ interests above our own. We do not have our own proprietary funds which allows us flexibility in how we allocate money, providing best-in-class solutions that align with the current environment. By truly getting to know our clients, we combine market data with a deep understanding of their goals to create meaningful outcomes for the lives they envision. Interested in learning more or a second opinion on your portfolio? Book a complimentary appointment: https://outlook.office365.com/owa/calendar/StoneCreekInitialConsultation@mgo-inc.com/bookings/ Areas of Expertise: Strategic planning: Tax Considerations, Income & Withdrawal Strategies, College Savings, Cash Flow & Budgeting, Charitable Giving, Estate Planning, Insurance Needs & Evaluation Portfolio Management: Investment Selection, Risk Tolerance, Asset Allocation, Portfolio Monitoring, Asset/Liability Matching, Goal Monitoring, Outside Asset Review